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Company owners and admins can use Settings → Company in employer view. The information requested depends on the products your company is setting up and its review stage.

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Complete company details

  1. Open Company and review Company details.
  2. Choose Edit, or Edit company profile if that is the control shown.
  3. Check the legal name, entity type, registration country, tax information, and registered address against the company’s records.
  4. Complete any workforce and additional business fields shown. Use the year and units displayed for revenue and other figures.
  5. Select Save changes, then review the saved summary.
Saving a profile does not submit or activate a product. Return to the product checklist for its next required action.

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Review stakeholders when requested

The Stakeholders section appears at the applicable stage of retirement setup. Follow its prompts for the registrant, directors, shareholders, and beneficial owners. Use Add for a missing person or Edit on an existing record. Complete the person’s actual details and roles, then save and review the list. Complete any registrant or largest-shareholder declaration shown. If Confirm beneficial owners appears, use it only after confirming that the list is complete and accurate. If you are unsure which people or ownership information your company must provide, ask your Redii contact before making the declaration. A stakeholder record is separate from a team-member invitation.

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Upload requested documents

If Documents is missing, return to the product checklist to check whether document uploads are required at this stage.
  1. Open Settings → Documents.
  2. On KYC Documents, check which upload slots are required. They can include company registration or tax documents, stakeholder identification, and proof of address.
  3. Choose the correct document category and, where applicable, the correct stakeholder.
  4. Upload through that slot, following its file-type and size instructions. Check both sides of an identity document if separate slots are shown.
  5. Wait for the upload to finish and check the displayed file and review status.
No documents required for your current plan means there are no current upload requirements on that page. Requirements can change when you add a product.

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Handle corrections and locked sections

Approved company information and stakeholder sections may have no edit controls. Accepted or reviewed documents cannot be deleted, and approved document sections are read-only. Contact support for changes to those records. An upload or UBO complete label does not mean the whole application is approved. Return to the product checklist, read outstanding requests, and submit for review when the checklist allows it. Contact support with the company and section needing attention; use the app’s upload areas for sensitive documents.